Size it, choose it and sign it at the kitchen table
Type in the bills, change the battery as you talk, and both homeowners sign on your tablet before you leave.
- 5/5 on G2
- 4.2 on Capterra
- Building QuoteCloud since 2013
With QuoteCloud an in-home solar consultant opens the proposal on a tablet, types the household's bills into the sizing sheet, lets the household choose the battery and EV charger, and hands over the tablet so both homeowners sign in person on the consultant's device; the deposit is paid through Stripe or PayPal on signing.
A landscape tablet showing Tallowwood Solar & Storage's proposal TS-2614 for Jess and Arlo Penhaligon in its signing view (a fictional business). The page scrolls through the cover, the sizing sheet's System tab, where cell B7 works out 15 panels, and the price table with the 10 kWh battery chosen, a total of $14,575.00. Jess Penhaligon draws her signature in the sign bar and the button turns to Signed. Two notes float beside the tablet: the sheet was updated at the table from four bills (6.6 kW, 10 kWh), and the $2,186.25 deposit was paid via Stripe on signing.
The visit, on one screen: refine the sheet as they talk
Nate starts from one bill, types in the other three when Jess finds them, then hears the house runs late into the night. Each change in his sheet rewrites the connected price lines in front of both of them.
Nate Carrow's view · the sizing sheet in the editor Demo · fictional data
1,880
Usage
| Row | A | B | C | D | E |
|---|---|---|---|---|---|
| 1 | Quarter | kWh used | Days | Cost at your rates | kWh / day |
| 2 | Jan–Mar | 90 | $738.20 | 20.9 | |
| 3 | Apr–Jun | 91 | $684.90 | 18.9 | |
| 4 | Jul–Sep | 92 | $835.60 | 23.5 | |
| 5 | Oct–Dec | 92 | $873.00 | 24.7 | |
| 6 | Year | 8,030 | 365 | $3,131.70 | 22.0 |
| 7 | |||||
| 8 | Evening & night share | From the homeowner | |||
| 9 | Evening & night kWh / day | 8.8 | |||
| 10 | Highest quarter, kWh / day | 24.7 | |||
| 11 | Usage rate ($/kWh) | 0.34 | Typed from the bill | ||
| 12 | Feed-in rate ($/kWh) | 0.05 | Typed from the bill | ||
| 13 | Supply charge ($/day) | 1.10 | Typed from the bill | ||
System
| Row | A | B | C | D |
|---|---|---|---|---|
| 1 | What | Value | Unit | Basis |
| 2 | Average daily use | 22.0 | kWh / day | From the bills |
| 3 | Peak sun hours | 4.2 | h / day | Installer's assumption |
| 4 | System performance | 80% | Installer's assumption | |
| 5 | Panel size | 440 | W | Rates tab |
| 6 | Target system size | 6.55 | kW | Estimate |
| 7 | Panels | 15 | panels | Rounded up |
| 8 | Array size | 6.60 | kW | |
| 9 | Hybrid inverter | 5 | kW | Panels up to 133% of inverter |
| 10 | Evening & night use | 8.8 | kWh / day | From Usage |
| 11 | Battery modules | 2 | × 5 kWh | Covers evening use |
| 12 | Battery size | 10 | kWh | |
| 13 | Generation, a year | 8,094 | kWh | Estimate |
| 14 | Used as it's made | 4,818 | kWh / yr | Estimate |
| 15 | Stored, used at night | 3,212 | kWh / yr | Estimate |
| 16 | Saving, solar only | $1,802 | a year | Estimate |
| 17 | Saving, with the battery | $2,733 | a year | Estimate |
| 18 | Price line | Description → price line | Unit price → | |
| 19 | Panels | 15 × 440 W panels · Norrow N440 (6.6 kW) | $2,580 | |
| 20 | Racking | Rail & clamp kit for 15 panels | $540 | |
| 21 | Inverter | Pellam PH-5 · 5 kW hybrid inverter | $2,350 | |
| 22 | Installation | Installation, 15 panels & inverter | $1,470 | |
| 23 | Battery (fits evening use) | Quolla battery, 2 × 5 kWh modules (10 kWh) | $8,130 | |
| 24 | Battery (one more module) | Quolla battery, 3 × 5 kWh modules (15 kWh) | $11,280 | |
Payback
| Row | A | B | C |
|---|---|---|---|
| 1 | What | Value | Basis |
| 2 | Price table total | Price table$14,575.00 | Inc tax · linked from the price table |
| 3 | Solar-only price | $5,632.00 | Inc tax |
| 4 | Battery price | $8,943.00 | Inc tax |
| 5 | Saving used | $2,733 | Estimate |
| 6 | Simple payback | 5.3 years | Estimate |
| 7 | Our estimate, not a guarantee: your savings depend on your usage, the weather and your tariffs. An EV charger, if ticked, is in the total. | ||
Rates
| Row | A | B | C |
|---|---|---|---|
| 1 | Item | Size | Unit price, ex tax |
| 2 | Norrow N440 panel | 440 | $172 |
| 3 | Rail & clamp kit, per panel | $36 | |
| 4 | Installation, per panel | $98 | |
| 5 | Pellam PH-5 · 5 kW hybrid inverter | 5 | $2,350 |
| 6 | Pellam PH-8 · 8 kW hybrid inverter | 8 | $3,150 |
| 7 | Pellam PH-10 · 10 kW hybrid inverter | 10 | $3,690 |
| 8 | Quolla QB-5 battery module | 5 | $3,150 |
| 9 | Usable share of each module | 90% | |
| 10 | Quolla backup gateway | $1,150 | |
| 11 | Battery installation & commissioning | $680 | |
| 12 | Isolators, cabling & switchboard work | $640 | |
| 13 | Monitoring kit & app set-up | $180 | |
| 14 | Rebate / incentive (installer's figure) | −$2,640 | |
| 15 | Pellam EVC-7 · 7 kW EV charger, installed | $1,690 |
- Typed in
- Installer's assumption
- Estimate
- Connected to the price table
Connected cells
- System!D19 → Panels line · unit price $2,580.00
- System!D21 → Inverter line · unit price $2,350.00
- System!D20 → Racking line · unit price $540.00
- System!D22 → Installation line · unit price $1,470.00
- Price table total → Payback!B2 $14,575.00
Jess & Arlo Penhaligon's view · the proposal
Solar & battery proposal
Solar & battery for 18 Larkspur Lane
Your estimated payback
Nate's sizing sheet, built into the proposal as a Spreadsheet block. Figures are Tallowwood's estimates from your bills and our assumptions.
=ROUND(B2/B5,1)
Payback
| Row | A | B | C |
|---|---|---|---|
| 1 | What | Value | Basis |
| 2 | Price table total | Price table$14,575.00 | Inc tax · linked from the price table |
| 3 | Solar-only price | $5,632.00 | Inc tax |
| 4 | Battery price | $8,943.00 | Inc tax |
| 5 | Saving used | $2,733 | Estimate |
| 6 | Simple payback | 5.3 years | Estimate |
| 7 | Our estimate, not a guarantee: your savings depend on your usage, the weather and your tariffs. An EV charger, if ticked, is in the total. | ||
Both sign, then pay the deposit
- Jess PenhaligonHomeowner Signed
- Arlo PenhaligonHomeowner Signed
Both signed · deposit paid
Deposit (15%)$2,186.25Paid via Stripe · demo, nothing charged
Signed in person on Nate's tablet · certificate of authenticity attached
A demo with a fictional business: nothing is sent, stored or charged. On a visit, the consultant opens the proposal on a tablet and types into the Spreadsheet block your template carries: your formulas, assumptions and rates. Any cell connects to a price line's description and unit price, and the price table total comes back into a cell for the payback estimate. Every saving and payback figure is your estimate; QuoteCloud doesn't design the system or fetch tariffs. Signing in person on your device is a standard eSignature option, and the deposit is paid through Stripe or PayPal (Essentials and up).
An hour at the kitchen table, step by step
How Tallowwood's consultants run a home visit with QuoteCloud. It's their own process, drawn by us: each stage names the QuoteCloud feature it uses.
-
Arrive
Open the proposal
The draft from the office is waiting: cover, site details, sheet, price table and terms, from the residential template.
Template -
10 min
Type in the bills
Four quarters of usage and the evening share go into the sheet; the panels, inverter and battery size follow.
Spreadsheet block -
25 min
Walk the workings
Each assumption and estimate is labelled in the sheet, so the household sees how the size and the payback estimate were reached.
Assumptions labelled -
35 min
They choose
A battery size from the choice group, the EV charger ticked or not; the total, deposit and payback estimate follow.
Choice group -
45 min
Questions answered
Arlo asks about adding a charger later; the answer goes into the proposal as a comment reply, kept with the job.
Comments -
50 min
Both sign, deposit paid
The tablet goes round the table: each homeowner signs in person, then the deposit is paid by card.
In-person eSignature
A sample visit, not a script: how long it takes and what the household decides is up to them. Your consumer and cooling-off wording is your own, in your template.
What a consultant carries in one template
Everything the visit needs is a block in the proposal, set up once by the office.
The sizing sheet
Your calculator as a Spreadsheet block (Essentials and up): bills typed in, your formulas and rates, connected to the price lines.
The choices
Battery sizes as one choice, the EV charger as a tick, and packages if you sell that way.
The site, in the proposal
Roof, switchboard and meter in a Forms block (Business), with marked-up roof photos.
Datasheets and warranties
Panel, inverter and battery datasheets and your workmanship warranty as PDF blocks (Starter and up).
Your own terms, locked
Cooling-off and consumer wording written by you, kept in a locked company block so nobody edits it at the table (content locking, Business).
A limit on discounts
A discount over your threshold goes to a manager before the household sees it (approval workflow, Business).
Give your consultants one proposal to carry
Free for 14 days, no credit card required. Send us your proposal and sizing spreadsheet and we'll convert one template during the trial.
Two homeowners, one tablet, and the office knows
Each homeowner signs in person on Nate's tablet with a legally binding eSignature; no account, no app, no printer. If Arlo wants a code first, a one-time passcode by email can be switched on. A certificate of authenticity and an audit trail are attached to the signed proposal.
The 15% deposit is paid through Stripe as they sign, and the office sees the visit in the document's activity: opened on the tablet, battery chosen, both signed, deposit paid. Nobody types the job up back at the office.
- Several signers, in person or online
- Optional one-time passcode by email
- Deposit on signing (Essentials and up)
- Certificate of authenticity and audit trail
Accept, sign and pay
2 of 2 signed
- Jess PenhaligonHomeowner SignedTue 20 Oct 2026
- Arlo PenhaligonHomeowner SignedTue 20 Oct 2026
Deposit on signing (15%)
$2,186.25
Paid via StripePay with card or PayPal
Certificate of authenticity and audit trail attached
Activity
- Sizing sheet filled inFour bills typed in · 6.6 kW, 10 kWh battery
- Opened on the tabletAt the kitchen table with Nate
- Battery chosen10 kWh · total $14575.00
- Both homeowners signedCertificate of authenticity attached
- Deposit paid$2186.25 via Stripe
From the front door to a signed system
The in-home visit in five steps, with QuoteCloud on the consultant's tablet.
Open the draft
Start from your residential template, or a proposal your website enquiry already created.
Type in the bills
The household's usage goes into the sheet; your formulas size the system and set the connected price lines.
Talk it through
Show the workings, each assumption and estimate labelled, and answer questions in the comments.
Let them choose
They pick a battery size and tick extras; the total, deposit and payback estimate follow.
Sign in person
Both homeowners sign on your tablet and pay the deposit through Stripe or PayPal.
In-home sales questions
Can both homeowners sign a solar proposal on my tablet?
Yes. QuoteCloud supports several signers on one document and signing in person on the sender's device, so each homeowner can sign on your tablet at the table. Neither needs an account. Each signature is legally binding, and the signed proposal carries a certificate of authenticity and an audit trail. Signers aren't put in a set order.
Can I change the system size or battery during the visit?
Yes. Type the household's bills or evening share into the sizing sheet in the proposal and your formulas recalculate. Cells connected to the price table rewrite those lines' descriptions and unit prices. The household picks the battery size from a choice group and ticks extras, and the total and deposit follow.
What if the household wants to think it over?
Leave the proposal with them. It stays online with your supply-price expiry date, they can sign later from their own devices, and you see in the document's tracking when they open it. Questions can go into the proposal as comments, and you reply there.
Does QuoteCloud work out the savings I show at the table?
No. QuoteCloud runs the formulas you put in your sizing sheet. Generation, savings and payback figures are your estimates from the bills and your own assumptions, labelled as estimates in the sheet. QuoteCloud doesn't design systems, model shading or fetch tariff or weather data.
How do I handle cooling-off and consumer wording?
Write it the way your business and your advisers require and put it in your template. On the Business plan you can keep it in a locked company block from your content library, so consultants can use it but not edit it. QuoteCloud doesn't give legal advice or set cooling-off periods.
When is the deposit paid on an in-home sale?
As they sign. Set a deposit as a percentage or a fixed amount, or full payment, and the household pays it through Stripe or PayPal when the proposal is signed (Essentials and up). The balance is your own invoice after the install; QuoteCloud doesn't take instalments or send payment reminders.
Everything a solar business sends
From the sizing sheet to the signed install.
-
Sizing calculators that price the proposalYour sizing spreadsheet as a block in the proposal: cells set price lines' descriptions and unit prices, and the total comes back for payback.Explore
-
Residential solar proposalsBills, sizing, roof photos, panels, inverter and datasheets in one proposal the household reads, signs and pays a deposit on.Explore
- Battery add-ons & retrofitsA battery sized from exports and evening use, offered as a choice of sizes, added to a new system or an existing one.
- EV charger quotesA charger as an option in the solar proposal or its own quick quote, paid in full or with a deposit on signing.
- Solar, battery & EV packagesSolar only, solar + battery, or the lot: packages the homeowner chooses inside the proposal, with the price following.
- Site assessments & roof photosRoof, switchboard, meter and existing system captured in a Forms block, with marked-up photos, inside the proposal.
- Rebate & incentive linesAny rebate or incentive as a line you enter, worded your way and tagged as your figure: never calculated by QuoteCloud.
- Commercial solar proposalsLarger systems sized from interval data, approvals on big totals, two directors signing and an install programme.
- Deposits & installation programmesA deposit on signing through Stripe or PayPal, and the steps to switch-on as a programme in the proposal.
- From website enquiry to proposalYour website calculator or enquiry form creates a proposal from your template through the API, Zapier or Make.
- CRM, accounting & job integrationsHubSpot, Pipedrive, Xero, QuickBooks, simPRO and ServiceM8, connected the way each one really connects.
- Solar templatesReal QuoteCloud solar proposal and quote templates, ready for your sizing sheet and price book.
- QuoteCloud implementation for solar retailersYour sizing spreadsheet rebuilt as a block, your price book loaded, payments connected and consultants trained.
- FAQAnswers to the questions solar retailers, battery installers and EV charger installers ask most.
Close the next visit before you leave the table
Free for 14 days. No credit card required.